# Valle Del Sol, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/valle-del-sol-incorporated-401k-plan

> Valle Del Sol, Incorporated's 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valle Del Sol, Incorporated

- **Sponsor EIN:** 860251255

- **Sponsor Address:** 3807 N 7TH ST, PHOENIX, AZ, 850145005

- **Plan Type:** 401(k)

- **Total Participants:** 256

- **Total Assets:** $7.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|256|$7.1M|$160,951|$453,676|

| 2023|459|$6.5M|$137,212|$498,160|

| 2022|399|$5.4M|$174,061|$492,108|

| 2019|467|$4.5M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORD KEEPER|$10,390|—|$10,390|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,390

- **Estimated Expense Ratio:** 0.147% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$7,398|—|—|—|—|

| 2023|$4,693|—|—|—|—|

| 2022|$3,801|—|—|—|—|

| 2019|$4,652|—|—|—|—|

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